Civic Intelligence

Klm Foundation

990PF • Fiscal year 2023 • EIN 95-4682685

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization Profile
10100 Santa Monica Blvd Ste 610Los Angeles, CA 90067

(310) 551-9936

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.32x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

6th percentile

-81%

Higher net margin than 6% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

25%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$103,388,474

Up $12,479,614 (+14%) from 2022

Net Assets

Up

$102,372,868

Up $12,291,121 (+14%) from 2022

Liabilities

Up

$1,015,606

Up $188,493 (+23%) from 2022

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin6th percentile

Revenue

Up

$3,163,559

Up $641,604 (+25%) from 2022

Expenses

Down

$5,712,142

Down $135,064 (-2.3%) from 2022

Net Income

Up

-$2,548,583

Up $776,668 (+23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $35,135,569Liabilities 2011: $11,7672011Assets 2012: $39,977,322Liabilities 2012: $214,9942012Assets 2013: $47,657,530Liabilities 2013: $394,8192013Assets 2014: $49,372,218Liabilities 2014: $210,0502014Assets 2015: $78,902,777Liabilities 2015: $97,6802015Assets 2019: $91,333,310Liabilities 2019: $291,7492019Assets 2020: $103,622,665Liabilities 2020: $444,192Net Assets 2020: $103,178,4732020Assets 2021: $114,072,777Liabilities 2021: $557,497Net Assets 2021: $113,515,2802021Assets 2022: $90,908,860Liabilities 2022: $827,113Net Assets 2022: $90,081,7472022Assets 2023: $103,388,474Liabilities 2023: $1,015,606Net Assets 2023: $102,372,8682023Assets 2024: $113,922,592Liabilities 2024: $1,111,663Net Assets 2024: $112,810,9292024

Highlighted filing

2023

Assets$103,388,474
Liabilities$1,015,606
Net Assets$102,372,868
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,579,668Expenses 2011: $1,515,660Net Income 2011: $2,064,0082011Revenue 2012: $3,638,950Expenses 2012: $2,097,355Net Income 2012: $1,541,5952012Revenue 2013: $4,265,769Expenses 2013: $2,153,127Net Income 2013: $2,112,6422013Revenue 2014: $5,553,194Expenses 2014: $2,300,479Net Income 2014: $3,252,7152014Revenue 2015: $3,768,633Expenses 2015: $2,613,111Net Income 2015: $1,155,5222015Revenue 2019: $6,154,721Expenses 2019: $4,664,062Net Income 2019: $1,490,6592019Revenue 2020: $8,859,147Expenses 2020: $5,222,407Net Income 2020: $3,636,7402020Revenue 2021: $13,291,228Expenses 2021: $5,197,599Net Income 2021: $8,093,6292021Revenue 2022: $2,521,955Expenses 2022: $5,847,206Net Income 2022: -$3,325,2512022Revenue 2023: $3,163,559Expenses 2023: $5,712,142Net Income 2023: -$2,548,5832023Revenue 2024: $10,304,793Expenses 2024: $5,763,260Net Income 2024: $4,541,5332024

Highlighted filing

2023

Revenue$3,163,559
Expenses$5,712,142
Net Income-$2,548,583
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN L MCCARTHYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Klm Foundation
EIN
95-4682685
Phone
3105519936
Address
10100 SANTA MONICA BLVD STE 610, LOS ANGELES, CA 90067

Signing Officer

Name
Kathleen L Mccarthy
Title
Trustee
Phone
3105519936
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
350 SOUTH GRAND AVE SUITE 2000, LOS ANGELES, CA 90071
Preparer
Susan K Amster
Phone
2135932300
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-B, LINE 1A(3)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE KLM FOUNDATION, A TRUSTEE OF THE KLM FOUNDATION, AND ANOTHER PRIVATE FOUNDATION SHARE OFFICE EXPENSES AND EQUIPMENT BASED UPON USAGE.
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt016575
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt060357
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0225400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05188060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0494232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05712142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02713789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03163559
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt085607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0494232
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0594689
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt065667
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NORTHERN TRUST PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0832519
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2548583
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014839704
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0102372868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt090081747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0102372868
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04134185
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04134185
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04134185
IRS990PF/DistributableAmountGrp/IncomeTaxAmt020853
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04185890
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030852

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,388,474
Liabilities
$1,015,606
Net assets
$102,372,868
Revenue
$3,163,559
Expenses
$5,712,142
Net income
-$2,548,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$114$1.11$113$10.3$5.76$4.54
2023Detailed filing. Detailed filing data is available for this year.$103$1.02$102$3.16$5.71$2.55
2022Detailed filing. Detailed filing data is available for this year.$90.9$0.83$90.1$2.52$5.85$3.33
2021Detailed filing. Detailed filing data is available for this year.$114$0.56$114$13.3$5.20$8.09
2020Detailed filing. Detailed filing data is available for this year.$104$0.44$103$8.86$5.22$3.64
2019Summary only. Only limited summary data is available for this year.$91.3$0.29$6.15$4.66$1.49
2015Summary only. Only limited summary data is available for this year.$78.9$0.10$3.77$2.61$1.16
2014Summary only. Only limited summary data is available for this year.$49.4$0.21$5.55$2.30$3.25
2013Summary only. Only limited summary data is available for this year.$47.7$0.39$4.27$2.15$2.11
2012Summary only. Only limited summary data is available for this year.$40.0$0.21$3.64$2.10$1.54
2011Summary only. Only limited summary data is available for this year.$35.1$0.01$3.58$1.52$2.06